Listen to the full podcast: https://bit.ly/SKMPHELDA Physical AI isn't a trend, it's the convergence of everything that came before it: computer vision, spatial computing, simulation, and now generative models building entire digital worlds to train robots that will fix the healthcare shortage, staff the manufacturing gap, and maybe lower the cost of your groceries. Evan Helda, Head of Physical AI at Nebius, breaks down exactly what's in the tech stack, why VR's failure was actually the dress rehearsal for the robotics revolution, and why the real battleground right now isn't the models, it's culture. In the US, AI polling is tanking while China embraces it. One generation got TikTok instead of a college experience, and now they're booing the lifeboats. The way out, Evan argues, isn't propaganda, it's better stories. And maybe, with AI finally able to help everyone become their own Eiichiro Oda, those stories are coming. Follow Evan: Instagram: https://www.instagram.com/evanhelda/ X: https://x.com/evanhelda Substack: https://substack.com/@dreammachinesai 00:30 Final Words 00:41 Fatherhood Changes You 03:16 Death of the Fathe 06:07 The Force Multiplier 09:44 Why Evan Left AWS 11:47 Founder Mode at Nebius 15:32 Defining Physical AI 17:14 The Five-Layer Stack 22:17 Physical AI Economics 24:25 AI's Cultural Backlash 28:30 Forward-Deployed Builders 30:54 West vs. China on AI 35:43 Technology Is Deflationary 40:46 The Science of Awe 45:07 One Piece Deep Dive 50:16 AI Unlocks the Oda in You 54:44 Helping Dad Mine Lithium 57:22 Science Fiction & Blocks Listen to the complete episodes of Sky King's Mental Playground, sign up at skmp.supercast.com Follow Sky on X Subscribe on YouTube Follow Sky on Instagram Hosted on Acast. See acast.com/privacy for more information.

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Propaganda, Art, Health, Regenerative Systems, Great Food, Economic Incentives, and building companies in an increasingly digital world.